Do you have 3-5 years of Trust experience and are seeking a new role? A growing firm is seeking a Senior Relationship Manager to join their team.
Key responsibilities
- Undertaking day-to-day administrative tasks on a group of trust corporate client entities
- Liaising with clients and their advisors ensuring all requests are met in a timely manner
- Ensuring all records and supporting documents are filed and updated
- Liaising with banks, investment and other asset managers and agents to ensure client assets are properly managed
- Undertaking periodic reviews of client entities and ensure all regulatory requirements are complied with
- Ensuring debts are cleared in accordance with targets
Ideally you will be qualified or part qualified and have at least 3 years of technical trust experience. In addition strong organisational skills and excellent interpersonal and communication skills are required. if this sounds interesting, please get in touch to register today!
